Running and Reading the Posted Patient Payments Report
This report is used to view payments by patient(s) over a specified time frame.
Note: This report is updated at the top of each hour.
1. Click the Reports Tab > Click Posted Payment Report - By Patient
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2. Set the date range. Click on the Calendar icon to select the From Post Date
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3. Use the arrows to change the date.
Note: the report can display 12 months of information
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4. You have the option to display single or multiple locations > Click Run
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5. Patient details are broken out by date and payment type. Multiple invoices will be displayed.
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6. Other options:
Run Report by: Payment Post Date or Date of Service
Running the report by date of service will display all payments that have been posted to an invoice that has a date of service within the selected range.
Running the report by post date will display all payments that have been posted within the selected range.
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7. More Options:
Payment Method: EFT, Check, debit, credit, etc.
Product Category: select individual or multiple categories. If Frames are selected addition filter fields appear (SKU ,Manufactureer, Brand, Model)
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